1. Home >
  2. WilliamsMarston Acquires Chord Advisors

M&A Deal Summary

WilliamsMarston Acquires Chord Advisors

On September 9, 2021, WilliamsMarston acquired business services company Chord Advisors

Acquisition Highlights
  • This is WilliamsMarston’s 2nd transaction in the Business Services sector.
  • This is WilliamsMarston’s 2nd transaction in the United States.
  • This is WilliamsMarston’s 1st transaction in California.

M&A Deal Summary
Date 2021-09-09
Target Chord Advisors
Sector Business Services
Buyer(s) WilliamsMarston
Deal Type Add-on Acquisition

Target

Chord Advisors

Newport Beach, California, United States
Chord Advisors is a provider of accounting advisory services. Chord Advisors offers specialized accounting advisory services, including IPO readiness and technical accounting support to its diverse client base. Chord Advisors was founded in 2012 and is based in Newport Beach, California.

Search 204,883 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Buyer(S) 1

Buyer

WilliamsMarston

Boston, Massachusetts, United States
Category Company
Founded 2014
Sector Business Services
DESCRIPTION

WilliamsMarston is an accounting, tax, and management consulting firm that advises more than 300 public, private equity-backed, and pre-IPO companies managing rapid growth and transformation including mergers, acquisitions, carve-outs, spin-offs, initial public offerings, complex technical accounting, and restructuring. WilliamsMarston was founded in 2014 and is based in Boston, Massachusetts.

DEAL STATS #
Overall 2 of 3
Sector (Business Services) 2 of 3
Type (Add-on Acquisition) 2 of 3
State (California) 1 of 2
Country (United States) 2 of 3
Year (2021) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-12-08 BA Major Associates

Danvers, Massachusetts, United States

BA Major Associates is a provider of corporate tax advisory services focused on the biotechnology, pharmaceutical, medical device, healthcare, renewable energy, and technology sectors. BA Major Associates was founded in 2007 and is based in Danvers, Massachusetts.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-01-06 Bay Valuation Advisors

Oakland, California, United States

Bay Valuation Advisors is a provider of valuation advisory services throughout the United States. supports its more than 200 clients’ financial and tax reporting, dispute resolution, and other corporate financial needs. The company provides more than 500 valuation opinions annually serving many leading technology, life sciences, and healthcare companies. Bay Valuation Advisors was formed in 2007 and is based in Oakland, California.

Buy -
Mergr

Product

Company

Legal